[Opinion] Serenity: Goldman Sachs significantly raises Zhiwei Innolight's profit forecast, indicating positive fundamentals in the AI optical module industry chain. On July 18, White-Haired Guru Serenity posted that Goldman Sachs has raised its target price for Zhiwei Innolight to RMB 2,581, representing approximately 163.6% upside from the current stock price. Serenity noted that, more significant than the target price, is Goldman Sachs’ substantial upward revision to Zhiwei Innolight’s profit forecasts for 2026–2028—up by 65%, 108%, and 119% respectively. Goldman Sachs attributes this to a significant increase in silicon optical module shipments, continued expansion of AI infrastructure, higher average selling prices and margins from 1.6T/3.2T optical modules, and sustained growth in AI capital expenditures. Zhiwei Innolight serves as a key indicator of sentiment across the optical communications industry chain. Serenity concludes that despite recent industry corrections, Goldman Sachs’ substantial profit forecast upgrades reflect robust fundamentals in the AI optical communications industry chain. 📝 MyToken Note: Zhongji Innolight Co., Ltd. (Stock Code: https://t.co/kfjxMGhCcn, English Name: Zhongji Innolight) is a global leader in high-speed optical communication modules, known as the “first AI optical module stock.” Its core products include: 👉 Data Center/AI Computing: High-speed optical modules (400G, 800G, 1.6T and higher) using technologies such as silicon photonics and EML, supporting hyperscalers like NVIDIA, Google, Amazon, and Microsoft. 👉 Telecom/5G: Front-haul, mid-haul, and back-haul modules for 5G, as well as metro and backbone network transmission modules. 👉 Others: Coherent optical modules, fiber-to-the-home (FTTx) optical components, and automotive optoelectronics.